Support Portal

1. Update a Portfolio Resource 1. In the ‘Resources’ page, go to ‘Filters’ section then click any ‘Resource’ item you want to update.     2. Then upd...

1. Remove a Portfolio Resource 1. Once you reach ‘Resources’ page, navigate to ‘Filters’ section then click any ‘Resource’ item you want to remove.   ...

1. Navigate Portfolio All Roles To navigate to the ‘Portfolio All Roles’ page, open the Project Focus HQ tool using this link  https://app.projectfocus...

1. Filter Portfolio All Roles by Departments Within the ‘Roles’ page, go to ‘Filters’ section and click dropdown button in the ‘Departments’ field. Once...

1. Filter Portfolio All Roles by Projects Within the ‘Roles’ page, navigate to ‘Filters’ section. Once done, click ‘dropdown’ button then select the pro...

1. Search a Portfolio Role In the ‘Roles’ page, navigate to ‘Filters’ section then type in the name of the role in the ‘Search’ field. Once done, click ...

1. Download Portfolio Roles Within the ‘Roles’ page, navigate to the ‘Filters’ section then click the ‘download’ menu icon. Once done, choose a file to ...

1. Add a New Portfolio Role 1. Within the ‘Roles’ page, click ‘+Add Role’ button.   2. Then provide the necessary information in the form (Name, ...

1. Update a Portfolio Role 1. In the ‘Roles’ page, go to ‘Filters’ section then click any ‘Role’ item you want to update .     2. Then provide necess...

1. Remove a Portfolio Role 1. Within the ‘Roles’ page, go to ‘Filters’ section then click any ‘Resource’ item you want to remove.     2. Once you rea...